SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| Massacesi Cristian | EVP,Chief Med Offr,Head of Dev | 2026-09-09 | Open-market sell | 6249 | $403K |
| Short Bartie Wendy | EVP, Corporate Affairs | 2026-09-01 | Option exercise | 1236 | $83K |
| Short Bartie Wendy | EVP, Corporate Affairs | 2026-09-01 | Tax withholding | 633 | $42K |
| Holzer Phil M | SVP and Controller | 2026-08-25 | Open-market sell | 500 | $34K |
| Gallman Cari | EVP, General Counsel | 2026-08-01 | Option exercise | 1061 | $0 |
| Gallman Cari | EVP, General Counsel | 2026-08-01 | Tax withholding | 543 | $35K |
| Massacesi Cristian | EVP,Chief Med Offr,Head of Dev | 2026-08-01 | Option exercise | 51172 | $0 |
| Massacesi Cristian | EVP,Chief Med Offr,Head of Dev | 2026-08-01 | Tax withholding | 26175 | $1.7M |
| Haller Julia A | Director | 2026-06-15 | Option exercise | 20460 | $1.1M |
| Short Bartie Wendy | EVP, Corporate Affairs | 2026-06-03 | Option exercise | 8040 | $0 |
| Short Bartie Wendy | EVP, Corporate Affairs | 2026-06-03 | Tax withholding | 3876 | $212K |
| Lenkowsky Adam | EVP, Chief Commercial Officer | 2026-05-01 | Option exercise | 1373 | $0 |
| Lenkowsky Adam | EVP, Chief Commercial Officer | 2026-05-01 | J | 203 | $0 |
| Lenkowsky Adam | EVP, Chief Commercial Officer | 2026-05-01 | Tax withholding | 599 | $35K |
| Elkins David V | EVP, Chief Financial Officer | 2026-04-01 | Open-market sell | 25519 | $1.6M |
| Elkins David V | EVP, Chief Financial Officer | 2026-04-01 | Open-market sell | 4481 | $278K |
| Shanahan Karin | EVP, Chief Supply Chain & Ops | 2026-04-01 | Option exercise | 3307 | $0 |
| Shanahan Karin | EVP, Chief Supply Chain & Ops | 2026-04-01 | Tax withholding | 1692 | $104K |
| BOERNER CHRISTOPHER S. | Chief Executive Officer, Director | 2026-03-10 | Option exercise | 6618 | $0 |
| BOERNER CHRISTOPHER S. | Chief Executive Officer, Director | 2026-03-10 | J | 743 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Government drug pricing controls under OBBBA — hitting Pomalyst, Orencia, and Eliquis — combined with accelerated biosimilar pathways and newly quantified tariff exposure represent a broad, concurrent tightening of the revenue and cost envelope. The pricing and biosimilar pressures are particularly acute: they directly compress margins on key franchises while simultaneously lowering the barrier for generic/biosimilar substitution. Tariff relief expiring in January 2029 adds a hard-dated supply-chain risk that management has acknowledged as potentially material.
3 company-specific
New government pricing agreements and OBBBA enacted; Pomalyst and Orencia now subject to price controls; free Eliquis to Medicaid materially worsens revenue outlook.
Product, Industry and Operational Risks Increased pricing pressure and other restrictions in the U.S. and abroad continue to negatively affect our revenues and profit margins. Our products continue…
FDA issued new draft guidance in October 2025 accelerating biosimilar development and minimizing comparative clinical efficacy studies, materially increasing biosimilar competition risk.
We could lose market exclusivity of a product earlier than expected. In the pharmaceutical and biotechnology industries, the majority of an innovative product’s commercial value is realized during…
Added specific tariff risk with quantified timeline (tariff relief until Jan 2029) and acknowledgment of potential material impact on business and results of operations.
We could experience difficulties, delays and disruptions in our supply chain as well as in the manufacturing, distribution and sale of our products. Our product supply and related patient access has…
Bristol-Myers Squibb issued a press release on July 30, 2026 announcing its second quarter 2026 financial results, including total revenues of $13.0 billion (6% growth), GAAP EPS of $1.62, and non-GAAP EPS of $2.04. The company also raised its full-year 2026 revenue guidance to $49.0–$50.0 billion and increased non-GAAP EPS guidance to $6.75–$7.00.
View raw filing on EDGAR →